Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49652.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45590.84 Kr¶
PnL: ---------------------------------------> 534.84 Kr¶
DD now: ---------------------------------> -6.529 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 15:55:21.275341'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.600000 | 1670.760000 | 201.760000 | 13.730000 | 1468.999998 |
| Sedana Medical | 93 | 4.060000 | 2672.820000 | 151.820000 | 6.020000 | 2521.000011 |
| Orrön Energy | 180 | 5.950000 | 2178.900000 | 135.900000 | 6.650000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.510000 | 995.500000 | 60.500000 | 6.470000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.700000 | 1015.200000 | 54.200000 | 5.640000 | 960.999996 |
| Sagax A | 4 | 5.120000 | 904.000000 | 50.000000 | 5.850000 | 854.000000 |
| JM | 6 | 3.960000 | 912.600000 | 48.600000 | 5.630000 | 864.000000 |
| Catena | 2 | 4.430000 | 838.800000 | 46.800000 | 5.910000 | 792.000000 |
| Sagax B | 4 | 3.880000 | 900.400000 | 46.400000 | 5.430000 | 854.000000 |
| Hoist Finance | 35 | 1.220000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | 3.070000 | 997.920000 | 30.920000 | 3.200000 | 966.999996 |
| BioGaia B | 8 | 1.880000 | 952.000000 | 22.000000 | 2.370000 | 930.000000 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Bilia A | 8 | 1.600000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| Clas Ohlson B | 12 | 1.110000 | 985.200000 | 12.200000 | 1.250000 | 972.999996 |
| VEF | 909 | 2.400000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| Byggmax Group | 33 | 1.450000 | 966.900000 | 10.900000 | 1.140000 | 956.000001 |
| Biotage | 7 | 0.890000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| OX2 | 13 | 1.590000 | 955.500000 | 5.500000 | 0.580000 | 949.999999 |
| EQT | 4 | 0.870000 | 835.200000 | 3.200000 | 0.380000 | 832.000000 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| AcadeMedia | 8 | 0.200000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.190000 | 777.300000 | -1.700000 | -0.220000 | 779.000001 |
| Alimak Group | 11 | -0.120000 | 916.300000 | -11.700000 | -1.260000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.890000 | 952.000000 | -15.000000 | -1.550000 | 966.999999 |
| Addnode Group B | 11 | 0.060000 | 902.000000 | -19.000000 | -2.060000 | 921.000003 |
| SKF B | 5 | -1.740000 | 915.750000 | -24.250000 | -2.580000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Hexagon B | 26 | 1.270000 | 3433.300000 | -27.700000 | -0.800000 | 3461.000010 |
| Indutrade | 5 | 2.070000 | 1185.000000 | -33.000000 | -2.710000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.860000 | 1051.000000 | -36.000000 | -3.310000 | 1087.000000 |
| Latour B | 4 | 0.100000 | 818.800000 | -38.200000 | -4.460000 | 857.000000 |
| Bufab | 3 | -0.570000 | 1047.000000 | -62.000000 | -5.590000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.860000 | 1380.310000 | -78.690000 | -5.390000 | 1458.999989 |
| TOTAL | 45590.840000 | 534.840000 | -6.52914% | 45056.000411 |
Updated:¶
'2023-07-04 15:55:39.579803'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
